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Technology Stocks : BAY Ntwks (under House) -- Ignore unavailable to you. Want to Upgrade?

To: G. Richmond who wrote (3156)	12/15/1997 7:25:00 PM
From: jkb	Read Replies (2) \| Respond to of 6980

Well, I think the FOOLS did put that update as a result of our e-mails. Unfortunately, FOOLS put a very defensive overtone to their update. Wasn't much in the way of a correction - kind of negative. Very nice of them to hit us w/ a double-whammy. -Jay

To: G. Richmond who wrote (3156)	12/15/1997 7:38:00 PM
From: jkb	Respond to of 6980

Last q when revenues did not meet the whisper number, although eps did, we took a beating. I guess it does beg the question of will we be beaten down again assuming eps is good (very likely), but if revenues are not where they are supposed to be (whisper revenue number)? This was the comment from Bay management - from the earlier post: In October, as the networking equipment company reported its first quarter, Bay Network officials said revenue should grow from the first to the second quarters, but not as fast as the 11% increase from the fourth to the first quarters. The company said its guidance has not changed.